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Onbase

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Enterprise Content Management (ECM)


A market leader in ECM. OnBase manages your enterprise content from the point of inception all the way through the information lifecycle until final archival and destruction.

When choosing OnBase to meet your ECM requirements, you will gain capabilities which far exceed standard ECM functionality. OnBase also provides case management, business process management (BPM) and capture technologies on the same platform, which can be further extended with our file sync and share solution, ShareBase. The OnBase platform can integrate with your existing environment, extend to mobile devices and be made available on premises or in the cloud.


Features

Securely manage your information in OnBase

Explore the wide spectrum of enterprise content management (ECM) functionality available on the OnBase platform. From the point of capture all the way until final disposition, information is efficiently and securely managed by OnBase.

Scanning and Document Capture

OnBase will work with almost any scanning device, from the all-in-one printer devices suitable for scanning single pages, all the way to systems capable of scanning thousands of pages per hour. Just as scanners come in all shapes and sizes to meet various needs, from low-volume scanning to high-speed capture, OnBase also has a variety of scanning software options designed to meet your requirements.

Working efficiently with electronic documents

Once all your information is captured in OnBase, you can benefit from increased efficiencies by using tools that simply do not exist in a paper world.  With OnBase, you can track every modification made to documents, with a permanent revision history. You will know which employees are revising your key business documents and ensure that users only access the most current versions of documents.

Automating Processes

Structured processes that can be mapped on a flowchart – those with predictable steps and outcomes – can be optimized and improved with OnBase. Leveraging our native workflow engine and BPM tools, OnBase automates repetitive tasks while delivering documents and meaningful exceptions to the right people at the right time. Automates repetitive tasks and rules-based decisions, Routes documents and exceptions to the right people, Verifies the existence and accuracy of related documents, Sends automatic notifications and reminders, Load-balances work across teams, Manages complex approval processes.

Document Generation and Distribution

OnBase can generate individualized letters or create statements based on your documents and data, allowing you to efficiently distribute them to your customers and constituents, whether on paper or electronically.

Records Management

OnBase controls the retention of all associated business records securely organized within an electronic folder structure. The retention cycle of a folder is triggered by an event – such as the passage of time – which ties records management strategies into organizational business processes. Streamline the management of records from inception to destruction.

Integrate OnBase with any of your applications

Leverage information from another application to automatically launch processes in OnBase like composing documents, filling out forms or triggering business workflows. That way, users make critical business decisions faster with the most up-to-date information.

Benefits

  • Capture hundreds or thousands of documents daily at both remote offices and centralized locations.
  • Manage all of the related documents together in one system.
  • There are multiple tools available for signing documents electronically in OnBase. Handwritten signatures and Digital signatures.
  • Automates repetitive tasks and rules-based decisions
  • Routes documents and exceptions to the right people
  • Verifies the existence and accuracy of related documents
  • Sends automatic notifications and reminders
  • Load-balances work across teams
  • Manages complex approval processes
  • Efficiently create and distribute content
  • Streamline the management of records from inception to destruction
  • Increase user productivity by eliminating application switching and automating manual tasks
  • Improve data accuracy and reduce re-keying of information by pulling data directly from the application screen
  • Expedite and improve business decision-making by delivering immediate access to supporting documents